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Ibotta (IBTA) 10K Form and Latest SEC Filings 2026

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$33.63 +0.50 (+1.51%)
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Latest Ibotta SEC Filings & Recent Activity

Ibotta (NYSE:IBTA) has submitted 215+ documents to the U.S. Securities and Exchange Commission (SEC) since 2024. For investors, these filings are the primary source of verified financial data — covering everything from annual revenue and debt levels in the 10-K, to material business events in 8-K current reports, to insider buying and selling activity in Form 4 disclosures. Key figures from these filings, including revenue, earnings, and cash flow, are summarized in Ibotta's financial statements. The most recent filing was a Form 144 submitted on May 11, 2026.

Form 4
Ibotta, Inc. Reports Ownership Change on Mar. 9, 2026

Form 4 filings disclose changes in stock ownership by company insiders, including purchases, sales, grants, and option exercises.

View insider ownership

10-Q
Ibotta Files Quarterly Report on May. 6, 2026

The 10-Q contains Ibotta's unaudited quarterly financial statements, revenue, earnings updates, and cash flow changes between annual reports.

View earnings history

Ibotta SEC Filing History

Browse Ibotta's complete SEC filing history using the filters below. Filter by form type - 10-K, 10-Q, 8-K, Form 4, and more - or set a custom date range to find a filing.

DateFilerForm TypeView
05/11/2026 1:27 PM
Ibotta (1538379) Subject
Lehrman Thomas D (1881476) Reporting
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
05/06/2026 4:18 PM
Ibotta (1538379) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
04/07/2026 4:09 PM
Ibotta (1538379) Filer
Form DEF 14A
04/07/2026 4:11 PM
Ibotta (1538379) Filer
Form DEFA14A
04/07/2026 4:12 PM
Ibotta (1538379) Filer
Form ARS
04/02/2026 6:30 PM
Ibotta (1538379) Subject
KDT Ibotta Holdings, LLC (2019322) Filed by
Form SCHEDULE 13D
03/09/2026 3:16 PM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/05/2026 10:01 AM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Subject
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
02/12/2026 8:32 AM
Amova Asset Management Americas, Inc. (1480751) Filed by
Ibotta (1538379) Subject
Form SCHEDULE 13G/A
02/05/2026 5:01 AM
Ibotta (1538379) Subject
Sumitomo Mitsui Trust Group, Inc. (1475365) Filed by
Form SCHEDULE 13G/A
01/28/2026 3:25 PM
Chomko Jared (1874128) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/12/2026 3:21 PM
Ibotta (1538379) Issuer
Shapiro David T (1449093) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/12/2026 3:22 PM
El Tabib Amir (2017908) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/12/2026 3:23 PM
Ibotta (1538379) Issuer
Riedy Christopher J (2052469) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/12/2026 3:24 PM
Ibotta (1538379) Issuer
Swanson Luke Roy (1873513) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/08/2026 3:18 PM
Ibotta (1538379) Filer
Form S-8
Registration statement under Securities Act of 1933 to be offered to employees pursuant to certain plans  
12/31/2025 3:22 PM
Chomko Jared (1874128) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/18/2025 6:00 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/09/2025 3:59 PM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/05/2025 9:54 AM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Subject
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
12/03/2025 3:28 PM
Ibotta (1538379) Issuer
Shapiro David T (1449093) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/03/2025 3:29 PM
Ibotta (1538379) Issuer
Swanson Luke Roy (1873513) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/18/2025 3:41 PM
Ibotta (1538379) Issuer
Shapiro David T (1449093) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/18/2025 3:42 PM
Chomko Jared (1874128) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
11/13/2025 8:16 AM
Amova Asset Management Americas, Inc. (1480751) Filed by
Ibotta (1538379) Subject
Form SCHEDULE 13G
10/27/2025 5:57 AM
Ibotta (1538379) Subject
Sumitomo Mitsui Trust Group, Inc. (1475365) Filed by
Form SCHEDULE 13G
10/15/2025 6:30 PM
Ibotta (1538379) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
10/08/2025 3:40 PM
Ibotta (1538379) Issuer
Swanson Luke Roy (1873513) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
10/01/2025 3:19 PM
Chomko Jared (1874128) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/01/2025 3:21 PM
Ibotta (1538379) Issuer
Puckett Matthew H (1861786) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/19/2025 3:12 PM
Ibotta (1538379) Issuer
Sheppard Valarie L (1334175) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/12/2025 8:04 PM
Clark Jermoluk Founders Fund I LLC (2019348) Filed by
Ibotta (1538379) Subject
Form SCHEDULE 13G
09/09/2025 3:14 PM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:32 PM
Ibotta (1538379) Issuer
Leach Bryan (1875168) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:32 PM
Donahue Richard I. (2017897) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:23 PM
Chomko Jared (1874128) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:25 PM
Ibotta (1538379) Issuer
Swanson Luke Roy (1873513) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:26 PM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:28 PM
El Tabib Amir (2017908) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:29 PM
Ibotta (1538379) Issuer
Riedy Christopher J (2052469) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/03/2025 3:30 PM
Ibotta (1538379) Issuer
Shapiro David T (1449093) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
08/26/2025 3:55 PM
Donahue Richard I. (2017897) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
08/25/2025 3:25 PM
Ibotta (1538379) Issuer
Puckett Matthew H (1861786) Reporting
Form 3
Initial statement of beneficial ownership of securities  
08/14/2025 7:00 AM
Ibotta (1538379) Subject
Southpoint Capital Advisors LP (1319998) Filed by
Form SCHEDULE 13G
08/13/2025 4:29 PM
Ibotta (1538379) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
08/11/2025 8:22 AM
Ibotta (1538379) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
06/30/2025 4:14 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/26/2025 4:22 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/24/2025 3:15 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/20/2025 5:22 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/18/2025 3:41 PM
Ibotta (1538379) Issuer
Sheppard Valarie L (1334175) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
06/17/2025 6:37 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/12/2025 12:56 PM
Donahue Richard I. (2017897) Reporting
Ibotta (1538379) Subject
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
06/11/2025 7:59 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/09/2025 6:41 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/05/2025 4:51 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/03/2025 4:58 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
06/03/2025 3:51 PM
Ibotta (1538379) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
06/03/2025 9:14 AM
Daspit Marisa (2017890) Reporting
Ibotta (1538379) Subject
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
05/30/2025 4:19 PM
Ibotta (1538379) Issuer
Sheppard Valarie L (1334175) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
05/30/2025 4:27 PM
Ibotta (1538379) Issuer
Lehrman Thomas D (1881476) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
05/30/2025 4:29 PM
Baldwin Amanda (2003203) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/30/2025 4:32 PM
Ibotta (1538379) Issuer
SONSINI LARRY W (1205649) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
05/30/2025 4:40 PM
Bailey Stephen (1816738) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/30/2025 4:15 PM
DOSHI AMIT (1638194) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/30/2025 3:20 PM
CLARK JAMES H (1008700) Reporting
Clark Jermoluk Founders Fund I LLC (2019348) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/20/2025 4:25 PM
Donahue Richard I. (2017897) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/19/2025 7:48 PM
Chomko Jared (1874128) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/19/2025 7:39 PM
Donahue Richard I. (2017897) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/19/2025 7:44 PM
El Tabib Amir (2017908) Reporting
Ibotta (1538379) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
05/19/2025 5:52 PM
Ibotta (1538379) Issuer
Shapiro David T (1449093) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
05/19/2025 10:04 AM
Donahue Richard I. (2017897) Reporting
Ibotta (1538379) Subject
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
05/13/2025 3:38 PM
BARCLAYS PLC (312069) Filed by
Ibotta (1538379) Subject
Form SCHEDULE 13G/A
(Data available from 1/1/2016 forward)

Ibotta SEC Filings - Frequently Asked Questions

Ibotta (IBTA) has submitted 215+ filings to the SEC since 2024. You can browse the complete history or filter by form type using the tools above.

Ibotta's fiscal year ends on December 31. The company typically files its 10-K annual report by the end of February, covering the prior fiscal year's financial results. Key financial data from these reports is available on Ibotta's financial statements page.

The most recent filing was a Form 144 submitted on May 11, 2026. View the full filing using the link above.

SEC Filing Types: 10-K, 10-Q, 8-K and More

SEC filings are legally required disclosures that public companies submit to the U.S. Securities and Exchange Commission. Unlike press releases or earnings call transcripts, these documents are filed under legal obligation — meaning the financial data they contain is audited, standardized, and subject to penalties if materially false. For investors, that makes SEC filings the most reliable primary source available for evaluating a company's true financial position.

Yes. All SEC filings are publicly available through the SEC's EDGAR database and on financial research platforms like MarketBeat. Companies are required by law to make these disclosures accessible to all investors — meaning retail investors have access to the same source documents as institutional analysts.

A 10-K is an annual report containing audited financial statements and a full review of the company's business — it is the most comprehensive filing a company makes each year. A 10-Q is a shorter, unaudited quarterly update filed three times per year between annual reports. Investors typically use the 10-K for deep fundamental analysis and the 10-Q to track whether the company is on pace with its guidance mid-year.

The most important filing for fundamental investors. Filed once per year, the 10-K contains audited financial statements, revenue and earnings trends, debt obligations, risk factors, and management's own assessment of the business. Reading the risk factors section and comparing year-over-year financials can reveal issues that don't show up in analyst summaries.

An unaudited financial update filed three times per year (the 10-K covers Q4). Investors use 10-Qs to track whether guidance is on pace, monitor changes in cash flow or inventory, and catch any mid-year shifts in business conditions before they become headline news.

Filed within four business days of a material event — earnings releases, merger announcements, executive departures, or major asset sales. Because 8-Ks are filed before media coverage catches up, they are often the fastest way to get unfiltered information directly from the company on market-moving events.

Filed within two business days whenever an executive or director buys or sells company stock. Insider purchases — especially large or clustered buys — are often interpreted as a signal of management confidence. Insider selling is more ambiguous but worth monitoring for patterns, particularly around lock-up expirations or ahead of major announcements.


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This page (NYSE:IBTA) was last updated on 5/12/2026 by MarketBeat.com Staff.
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